Ep 126: Climbing The Path Of Personal Development To Partnership At A Large RIA with Martine Lellis

Financial Advisor Success

English - May 28, 2019 11:00 - 1 hour - 89.3 MB - ★★★★★ - 653 ratings
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Previous Episode: Ep 125: The Upside Opportunity Of Finding Out Your Advisory Firm Is Being Sold with Sabrina Lowell

Next Episode: Ep 127: Creating A Stewardship Report To Show Your Ongoing Value To [401(k) Or Other] Clients with Jania Stout

Martine Lellis has had a unique career with Sullivan Bruyette Speros & Blayney (SBSB). She started out as an associate advisor, and after seeing the firm sold to a bank, she later moved into a mid-level management role and continued climbing all the way up to become the firm’s Chief Operating Officer and Principal. She then joined four other principals to buy the firm back from the bank, making it private again.

In this episode, Martine shares the process of selling and buying back the firm and how her role has changed throughout the years with SBSB. We also discuss the company’s model for serving affluent clients and why they offer tax preparation services on top of financial planning and investment management. Listen in to find out the challenges that surprised Martine the most and her biggest breakthrough in her career.

For show notes and more visit: https://www.kitces.com/126